Lead
Semiconductors are the core of electronic products, whether it is communication equipment or household appliances, they need semiconductor chips to control and process.
The global semiconductor market is fiercely competitive, among which United States semiconductor companies have half of the world's output value, especially Intel, TSMC, Qualcomm, Google and other companies are the leader.
However, the most advanced semiconductor chip preparation process is not monopolized by the world's scientific and technological power in United States, but by TSMC from Chinese mainland.
In the latest round of semiconductor industry turmoil, the United States has decided to provide "indefinite exemption" to Samsung Electronics and SK hynix's wafer fabs in China, eliminating the uncertainty of Korean companies' operations in China and may also rewrite the pattern of the global semiconductor supply chain.
In recent years, the United States has continuously imposed various obstacles on Chinese technology companies, including export controls and investment reviews, which have seriously affected the stability of global supply chains.
Although the policy changes can reflect the rapid development of the semiconductor industry and the rapid progress of science and technology, it has also triggered the global semiconductor industry to think deeply about the security and diversification of the supply chain.
While the United States waiver policy shows a balance between maintaining technological superiority and maintaining supply chain stability, it is of great importance to the semiconductor industry.
The importance of the semiconductor industry.
Many people will wonder why the semiconductor industry is so valued on a global scale.
In fact, this is not difficult to understand - semiconductor chips are the brain and heart of electronic products, and are the core components of electronic devices, involving countless industries and widely used in industries.
The semiconductor industry is of great significance to a country's economy and national defense construction.
In the military field, semiconductor technology is an important driving force for the development of the military industry, especially the combination of the semiconductor industry and national defense facilities, which can greatly enhance the national defense force.
In the economic field, the semiconductor industry is a basic industry in the modern information society, which can promote the development of the manufacturing industry, optimize the allocation of resources, and improve the competitiveness of the national economy.
The progress of semiconductor technology has also directly promoted the rapid development of other industries, reduced the cost of product production, improved the level of manufacturing, and played a role in economic development that should not be underestimated.
The use of semiconductors in other industries has also brought huge benefits to many companies.
It can be said that the development of the semiconductor industry plays a very important role in a country's national economy and national defense construction.
The current state of China's semiconductor market.
Both United States and TSMC have a pivotal position in the semiconductor field, but after continuous catch-up, the continuous development of China's semiconductor industry has gradually shown proud results.
China has been focusing on the development of the semiconductor industry for decades, and in order to achieve independent innovation, China has continued to invest in the semiconductor field.
At present, the domestic industrial system has developed very maturely, constantly creating new value, and at the same time affecting the global semiconductor market.
The semiconductor field in mainland China is very large, from the upstream raw material research and development and production, to the downstream manufacturing and sales, there are Chinese throughout the process.
These self-developed technologies and equipment are all benefiting the development of all walks of life in the national economy, and also unknowingly affecting a large part of the global semiconductor market.
In terms of the real economy, the semiconductor industry occupies a very high proportion.
As the foundation of the electronic device industry, semiconductors have a profound impact on the development of many domestic industries.
Whether it is the microelectronics industry, the integrated circuit industry or the chip manufacturing industry, they all occupy an important position in the real economy and are also an indispensable part of various domestic industries.
Judging from the data, semiconductors have become a very high-efficiency industry in the real economy of the mainland, and the output value is constantly creating new highs, and its importance is self-evident.
United States restrictions.
Although the global semiconductor market is growing rapidly and the industrial concentration is further increasing, the export control and investment review of United States are still hindering the scientific and technological development of other countries, seriously affecting the healthy development of the global semiconductor industry.
Previously, the United States announced that Samsung Electronics wafer fab and SK hynix were on the "restricted list", but under the latest round of easing measures, the United States Department of Commerce decided to "indefinitely exempt" Samsung Electronics, SK hynix, TSMC and other wafer factories in China.
There are eight foreign semiconductor companies in the first restricted list, including TSMC, Toshiba of Japan, Micron, Intel, Samsung Electronics, SK hynix, UMC, Powerchip, etc.
There are three foreign semiconductor companies in the second batch of restricted lists, namely TSMC (Nanjing), the world's largest chip foundry, SK hynix (Nanjing) Korea and Samsung Electronics (Hangzhou).
United States' restrictive measures have made the global semiconductor industry wail, but it is these "small actions" that indirectly stimulate the global semiconductor industry to accelerate the transformation of production, but also stimulate the exploration of the semiconductor industry chain by world-class semiconductor companies, and also bring new thinking.
The semiconductor industry has been hailed as the "oil of the new era", which is of strategic importance, and the semiconductor chip manufacturing technology is restricted by the core key equipment and core materials, which not only need to accumulate experience in scientific and technological research and development, but also need to support each other in the production and sales links.
This also makes the United States "restriction order" tantamount to a major impact on the global semiconductor industry, the semiconductor industry supply chain pattern is also constantly changing, in this case, how will the global semiconductor industry respond?
It is precisely because of these "small actions" of the United States that other countries around the world have also been inspired to accelerate the conversion of production, and also enabled powerful chip factories to continuously strengthen research and development and promote the accelerated improvement of the semiconductor industry chain.
Impact of United States restrictions.
China and the United States are the most competitive countries in this area, but the United States imposing these restrictions on Chinese semiconductor companies not only brings losses to the United States itself, but also affects the global semiconductor supply chain.
The semiconductor industry is a global industry, relying on global cooperation and sharing, and no single country or enterprise can control all the technology and resources in this field alone.
The restrictions will weaken the global semiconductor industry's ability to collaborate on R&D and innovation, causing it to suffer significant economic losses.
United States, as the world's leading semiconductor producer and an important part of the international industrial chain, it is difficult to stand out from it and obtain pure benefits from it.
The evolution of the global supply chain landscape.
With the continuous evolution of the global supply chain pattern, governments, enterprises and all parties in the industrial chain need to pay attention to the development and changes of the global supply chain and respond to it to ensure the sustainable and healthy development of the semiconductor industry.
The global semiconductor industry has been killed by United States policies countless times in this business war, which has long been a challenge to globalization.
The United States waiver policy not only shows that it has balanced the maintenance of its advantages in the technology field with the stability of the supply chain, but also has an important importance for the global semiconductor industry.
The use of semiconductors in other industries has also brought huge benefits to many companies, but the economic systems of various countries need to cooperate with each other, and this industrial chain is a relatively closed chain.
This industrial chain may cover the relationship between multiple countries, including upstream raw material production, midstream production and processing, and downstream sales, as well as some transportation links of goods.
These links interact with each other, and they are also interconnected, and the relationship chain that promotes each other will make this industrial chain very complex.
If there is a problem in one country of the production chain, it will have a huge impact on the production chain around the world.
To a large extent, the problem in this country is that a large number of products cannot be produced properly.
Of course, there are also cases where there is a disruption in the supply of materials in the production chain, which will have a greater impact on the production chain in other countries.
As an economic powerhouse, China is an important condition for economic production and an important link in the global supply chain, whether it is raw materials or final products.
It is one of the countries that can play a huge role in the global value chain.
Taiwan is an important production base for the global electronics industry, and is the headquarters of many multinational companies in R&D and production.
Over the past few decades, Taiwan has become a veritable "electronic kingdom".
At the same time, in the electronics industry chain, Taiwan is also an important hub for some countries and regions to connect with the global electronics industry production chain.
It can be said that in the development of the global electronics industry, Taiwan and Chinese mainland play a vital role.
epilogue
Changes in the external environment are uncontrollable, but we can adjust ourselves accordingly.
At present, the supply chain of the global semiconductor industry may face huge challenges, and the supply chain pattern of the global semiconductor market is also evolving.
The global semiconductor market is a win-win market, and only by coordinating and cooperating in all aspects can we achieve better development.
At the same time, the technology industry is an iterative and evolving industry, and it needs to follow the principles of open cooperation and win-win cooperation in order to better promote technological innovation and achieve common development.